Mike has more than 30 yrs experience in the financial services industry and has worked in management and leadership teams across the industry including Centrepoint Alliance, ClearView Financial Advice, Executive Director and Responsible Manager for Millennium3 and AXA Australia.

These roles involved the strategic planning of licensee services and supporting the growth and development of adviser businesses.

Alisdair is originally from Perth, Western Australia and after completing his final semester of his degree abroad, he found himself washing cars and picking grapes with a tertiary education! He could not find a graduate role anywhere but that didn’t stop him, he had the tenacity and drive to make it work and enrolled in a finance planning diploma. He then knocked on doors until eventually one firm let him come and make cups of tea and summarise financial documents for them.

From there he got himself a job in a boutique financial planning firm and a year later he found a job in Sydney and relocated. After 18 months he ended up in one of Australia’s largest banks and that's when things really got interesting.

After nearly 10 years Alisdair was determined to make a difference in people (and businesses) lives so he left his cushy corporate career and embarked on the journey of Grad Mentor to where we are with Striver.

Wayne is a member of Morgan Stanley Wealth Management Australia Portfolio Investment Committee with key responsibilities including portfolio construction and management as well as leading the research coverage of Alternative Asset strategies in the Research team.

He has led the development of several proprietary resources such as the Managed Fund Comparative Performance Analysis tool as well as the local implementation of Morgan Stanley’s patented market leading Quantitative Manager Scoring tools and the Active Passive Model.

Prior to joining Morgan Stanley in 2016, Wayne was employed at the Royal Bank of Canada where he was responsible for equity research coverage of the Australian Oil and Gas sector.

He previously held managerial and technical roles as a Mechanical Engineer, designing equipment for the mining and power industries including developing and patenting several technologies.

Wayne has a Bachelor of Engineering from the University of Queensland, a Masters of Applied Finance from Macquarie University and is a CFA® charterholder.

Michael heads up an investment consultancy focused on providing advised and implemented solutions to financial advisors.

Prior roles include: Head of Private Investment Consulting at NAB Asset Management, CEO - MC Asset Management, Head of Asset Allocation & Investment Strategy AUS - UBS Global Asset Management, AMP Capital.

He holds an Economics degree from Adelaide University.

George has over 25 years’ experience in the financial services industry, including roles in Sales and Marketing with National Mutual, AXA and AMP. George is now the State Sales Manager for Vic/Tas leading a team of BDMs, accountable for AMP’s platform products, working with AMP’s aligned advisers and external adviser channels.

George holds an Advanced Diploma of Financial Planning. 

Andrew has 20+ years’ experience across Banking, Financial Services and Wealth Management 

Andrew has broad expertise across retail, institutional and wholesales markets and a deep understanding of the advice industry and platform market and is passionate about helping advice practices become more effective and efficient through the use of technology.

Prior senior roles include Fidelity International, Vanguard and Macquarie

Will joined Ralton (now Clime Investment Management) in 2018 as a Portfolio Manager and is responsible for portfolio construction across the varied strategies.  He brings over 15 years of funds management experience having held senior portfolio management roles within investment and superannuation organisations.

In Will’s last role as Senior Investment Manager at REST (Super Investment Management), he was responsible for portfolio construction, risk management and analysing Australian large and small-cap equities. Prior to REST, Will spent time at Wallara Asset Management as a Senior Investment Manager and at AMP Capital where he was Lead Portfolio Manager for the firm’s Sustainable Alpha Funds.

During his time at AMP Capital, Will became a CFA charterholder. He also holds a Bachelor of Commerce from Monash University and a Bachelor of Arts from the University of Melbourne

Steven Tang, CFA
Head of Consulting - Zenith Investment Partners

Steven joined Zenith in 2008 as an investment analyst within the fund manager research team. Before moving across to Zenith's Consulting arm in 2015, Steven spent almost 8 years conducting manager reviews across a broad range of asset classes, both domestically and around the globe. In his latter years he specialised in fixed income manager research, finishing his tenure as Head of the Income Team.  

Steven has extensive academic qualifications including a Bachelor of Pharmacy, Bachelor of Commerce, Graduate Diploma of Applied Finance and Investment and all 3 levels of the Chartered Financial Analyst (CFA) program.

He has also completed both levels of the Chartered Alternative Investment Analyst (CAIA) program.

Matt commenced his career in financial services as a commercial bank teller in 1998, before obtaining his investment dealers licence in 2000.

Prior to joining Praemium in 2018, Matt worked as an adviser both institutionally and as a partner in a private firm, and also with a national financial services business as their Queensland business development manager. 

He has obtained a Master’s degree of Applied Finance majoring in Investment Analysis and is keenly interested in behavioural biases that affect financial outcomes. Unashamedly passionate about the value and help financial advisers provide to their clients and communities, Matt enjoys sharing his experience and expertise to help advisers build scalable, efficient, and modern solutions into their business.

Peter sees the complex financial world through a wide lens creating opportunities for individuals to enhance their capacity to prosper and thrive.

As CEO and founder of Strategic Wealth, Peter is an accomplished financial planner and business manager with over 35 years of practical experience. He is also the CEO of Your Personal CFO specialising in the provision of financial planning advice and debt solutions respectively to aspirational professionals, young executives and emerging small business owners.

With a Diploma of Financial Planning and a Bachelor of Science, Peter is a Certified Financial Planner (CFP), a member of the Financial Planning Association and a qualified SMSF Specialist Adviser.

In his spare time, Peter enjoys relaxing with his wife and four children, touring the countryside on his Ducati and BMW motorcycles, boating and playing golf. A loyal St Kilda supporter, Peter waits patiently for the coveted flag.